New Job?Nejo!

The AI Job Search Engine

CH
CH10 - BJB Bank Julius Baer & Co. Ltd.
last mo.

GPS Associate Programme: Investment Advisor(m/w/x)

Lugano
Full-timeOn-siteExperienced

Description

In this dynamic role, you will prepare tailored investment proposals and support pitches while developing innovative ideas that align with clients' objectives. Your day-to-day responsibilities will involve analyzing portfolios and providing insights to enhance client relationships.

Let AI find the perfect jobs for you!

Upload your CV and Nejo AI will find matching job offers for you.

Requirements

  • •Bachelor’s or Master’s degree in Banking, Finance, Business Administration, Economics, or related discipline
  • •CFA Charterholder or enrollment in CFA Exams
  • •Italian native level, fluency in English, additional language(s) advantageous
  • •2-3 years of professional experience
  • •Demonstrated entrepreneurial spirit, proactive, self-motivated, comfortable taking initiative
  • •Strong analytical and conceptual thinking abilities
  • •Excellent interpersonal, communication, and presentation skills
  • •Service-oriented mindset with dedication to client support excellence
  • •Systematic, precise, and resilient working style under tight deadlines
  • •Eligibility to work in the country of application

Education

Bachelor's degree
OR
Master's degree

Work Experience

2 - 3 years

Tasks

  • •Prepare client investment proposals
  • •Tailor portfolio and investment recommendations
  • •Support client and prospect pitches with presentation materials
  • •Provide investment insights and market opportunities
  • •Develop innovative investment ideas aligned with clients' objectives
  • •Assess clients' needs and risk profiles
  • •Assist in preparing regular portfolio reviews
  • •Conduct portfolio analysis

Languages

Italian – Native

English – Business Fluent

Find the original job posting in its most current version here. Nejo automatically captured this job from the website of CH10 - BJB Bank Julius Baer & Co. Ltd. and processed the information on Nejo with the help of AI for you. Despite careful analysis, some information may be incomplete or inaccurate. Please always verify all details in the original posting! Content and copyrights of the original posting belong to the advertising company.
Not a perfect match?
69 Similar Jobs in Lugano
  • CH10 - BJB Bank Julius Baer & Co. Ltd.

    GPS Associate Programme: Investment Advisor(m/w/x)

    Full-timeOn-siteExperienced
    Lugano
  • BVZH Bank Vontobel AG

    Receptionist & Cash Services Associate(m/w/x)

    Full-timeOn-siteExperienced
    Lugano
  • EY

    Audit Assistant - Financial Services(m/w/x)

    Full-timeOn-siteExperienced
    Lugano
  • CH10 - BJB Bank Julius Baer & Co. Ltd.

    Senior Mortgage Advisor(m/w/x)

    Full-timeOn-siteSenior
    Lugano
  • CH10 - BJB Bank Julius Baer & Co. Ltd.

    Senior Mortgage Advisor(m/w/x)

    Full-timeOn-siteSenior
    Lugano
69+ View all similar jobs
Apply now